Ford Financial Group

Ford Financial Group as of Sept. 30, 2020

Portfolio Holdings for Ford Financial Group

Ford Financial Group holds 89 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Total Stk Mkt (VTI) 14.1 $26M 152k 170.31
Spdr Portfolio Prtflo S&p500 Vl (SPYV) 12.3 $23M 750k 30.20
Spdr Portfolio Prtflo S&p500 Gw (SPYG) 11.8 $22M 432k 50.11
Wisdomtree 90/60 90/60 Balnced Fd (NTSX) 4.2 $7.7M 230k 33.28
Vanguard Total Total Bnd Mrkt (BND) 3.7 $6.7M 76k 88.22
Ishares Msci Msci Usa Min Vol (USMV) 3.3 $6.1M 96k 63.72
Ishares Core Core Msci Eafe (IEFA) 3.1 $5.7M 95k 60.27
Vanguard Intermediate Int-term Corp (VCIT) 3.1 $5.7M 59k 95.79
Ishares Core Core S&p500 Etf (IVV) 2.7 $5.0M 15k 336.06
Ishares Core Core S&p Mcp Etf (IJH) 2.5 $4.7M 25k 185.30
Invesco Qqq Unit Ser 1 (QQQ) 2.4 $4.4M 16k 277.80
Vanguard Mega Mega Grwth Ind (MGK) 2.3 $4.3M 23k 185.37
Ishares 7-10yr Barclays 7 10 Yr (IEF) 1.9 $3.6M 29k 121.80
Ishares S&p Core S&p Us Gwt (IUSG) 1.9 $3.4M 43k 79.98
Ishares Msci Msci Usa Qlt Fct (QUAL) 1.7 $3.2M 31k 103.71
Apple (AAPL) 1.5 $2.7M 24k 115.80
Ishares Core Core Msci Emkt (IEMG) 1.5 $2.7M 51k 52.80
Cornerstone Strategic Value (CLM) 1.5 $2.7M 241k 11.09
Cornerstone Total Rtrn Fd In (CRF) 1.4 $2.5M 226k 11.00
Ishares Core Core S&p Us Vlu (IUSV) 1.3 $2.4M 45k 54.29
Ishares Russell Rus Md Cp Gr Etf (IWP) 1.3 $2.4M 14k 172.84
Ishares Broad Broad Usd High (USHY) 1.1 $2.0M 50k 39.45
Ishares Russell Russell 2000 Etf (IWM) 0.9 $1.7M 12k 149.80
Ishares Gold Ishares 0.9 $1.7M 96k 17.98
Vanguard Small Sm Cp Val Etf (VBR) 0.9 $1.7M 15k 110.62
Ishares Tips Tips Bd Etf (TIP) 0.8 $1.5M 12k 126.50
Visa Com Cl A (V) 0.8 $1.4M 6.9k 199.94
Teladoc (TDOC) 0.7 $1.3M 5.8k 219.18
Realty Income (O) 0.6 $1.2M 19k 60.74
First Trust First Tr Enh New (FTSM) 0.6 $1.1M 19k 60.02
JPMorgan Chase & Co. (JPM) 0.6 $1.1M 11k 96.22
Chevron Corporation (CVX) 0.5 $990k 14k 72.00
Ishares Jpmorgan Jpmorgan Usd Emg (EMB) 0.5 $987k 8.9k 110.89
Franklin Templeton (FTF) 0.5 $960k 113k 8.52
Amazon (AMZN) 0.5 $922k 293.00 3146.76
Microsoft Corporation (MSFT) 0.5 $912k 4.3k 210.28
Vanguard Dividend Div App Etf (VIG) 0.5 $898k 7.0k 128.58
Ishares Core Core S&p Scp Etf (IJR) 0.5 $846k 12k 70.23
First Trust SHS (FVD) 0.5 $827k 26k 31.43
Spdr Blackstone Blkstn Gsosrln (SRLN) 0.4 $726k 16k 44.70
Vanguard Small Sml Cp Grw Etf (VBK) 0.4 $717k 3.3k 214.86
Berkshire Hathaway Cl B New (BRK.B) 0.3 $623k 2.9k 212.63
Ishares Msci Msci Eafe Min Vl (EFAV) 0.3 $550k 8.1k 68.09
Boeing Company (BA) 0.3 $546k 3.3k 165.05
Barings Global Short Duration Com cef (BGH) 0.3 $545k 41k 13.31
Ishares Core Core Div Grwth (DGRO) 0.3 $544k 14k 39.74
First Trust Dj Internt Idx (FDN) 0.3 $523k 2.8k 188.26
Rivernorth Doubleline Strate (OPP) 0.3 $518k 38k 13.70
Essential Properties Realty reit (EPRT) 0.2 $437k 24k 18.28
At&t (T) 0.2 $426k 15k 28.47
Union Pacific Corporation (UNP) 0.2 $425k 2.2k 196.85
Ishares Treasury TRS FLT RT BD (TFLO) 0.2 $387k 7.7k 50.20
Vanguard Mid Mcap Vl Idxvip (VOE) 0.2 $371k 3.7k 101.34
General Mills (GIS) 0.2 $327k 5.3k 61.61
Walt Disney Com Disney (DIS) 0.2 $322k 2.6k 123.89
Cisco Systems (CSCO) 0.2 $314k 8.0k 39.29
Costco Wholesale Corporation (COST) 0.2 $299k 845.00 353.85
Johnson & Johnson (JNJ) 0.2 $297k 2.0k 148.87
Ishares Msci Msci Usa Mmentm (MTUM) 0.2 $290k 2.0k 147.36
Alphabet Cap Stk Cl C (GOOG) 0.2 $289k 197.00 1467.01
SPDR S&P Tr Unit (SPY) 0.2 $284k 849.00 334.51
Pepsi (PEP) 0.1 $272k 2.0k 138.21
Home Depot (HD) 0.1 $271k 977.00 277.38
Spdr Doubleline Spdr Tr Tactic (TOTL) 0.1 $270k 5.5k 49.20
Global X Nasdaq 100 Cover (QYLD) 0.1 $260k 12k 21.52
Calamos (CCD) 0.1 $257k 11k 22.87
Exxon Mobil Corporation (XOM) 0.1 $250k 7.3k 34.23
UnitedHealth (UNH) 0.1 $249k 800.00 311.25
Intel Corporation (INTC) 0.1 $246k 4.8k 51.75
Paypal Holdings (PYPL) 0.1 $244k 1.2k 196.30
Facebook Cl A (META) 0.1 $243k 930.00 261.29
Ishares U S U.s. Fixed Incme (FIBR) 0.1 $243k 2.4k 101.42
Ishares Floating Fltg Rate Nt Etf (FLOT) 0.1 $235k 4.6k 50.58
Sempra Energy (SRE) 0.1 $225k 1.9k 117.99
Central Valley Community Ban 0.1 $224k 18k 12.33
Compass Diversified Sh Ben Int (CODI) 0.1 $222k 12k 19.00
Jpmorgan Ultra Shrt Inc (JPST) 0.1 $220k 4.3k 50.68
Gabelli Healthcare SHS (GRX) 0.1 $220k 21k 10.31
Eversource Energy (ES) 0.1 $220k 2.6k 83.27
Cigna Corp (CI) 0.1 $219k 1.3k 168.85
Voya Global Eq Div & Pr Opp (IGD) 0.1 $214k 43k 4.93
Medical Properties Trust (MPW) 0.1 $210k 12k 17.61
Spdr Series S&p Divid Etf (SDY) 0.1 $203k 2.2k 92.27
Calamos Convertible Sh Ben Int (CHI) 0.1 $165k 15k 11.00
Ivy High Income Opportunities 0.1 $151k 13k 11.89
Eaton Vance Limited Duration Income Fund (EVV) 0.1 $144k 13k 11.25
Invesco SHS (IVZ) 0.1 $140k 12k 11.36
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $129k 18k 7.34
Kayne Anderson MLP Investment (KYN) 0.0 $39k 10k 3.90